Setup Custom Fields for Accounts Master

YouTube: How to Configure and Enable Custom fields In Account master setup?

How to Configure and Enable Custom fields In Account master setup?

This tutorial explains how to create, enable, and use custom fields in the Account Master for capturing additional account-related information in Logic ERP.

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Access to Custom Field Setup

• Navigate to Setup Module and Setup Accounts

• Open Setup Custom Fields in Account Master

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Define Custom Field Properties

• Specify a name to begin creating custom fields.

• In Column Type, press Space Key and select:

  • Text

  • Numeric

  • Date

  • Boolean

  • User Defined

• Set Required Field:

  • Yes → Mandatory field

  • No → Optional field

• Set Visible Option:

  • Yes → Visible during account creation

  • No → Hidden from view

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Set Default Values (For User Defined Fields)

• Example Custom Fields:

  • Alternate Email

  • Account Creation Date

  • Business Type

• If Column Type = User Defined:

  • Enter values in the Default Value column

  • These values will appear as a dropdown list

• Click to Save.

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Arrange Field Display Order

• Use the Set Order option

• Rearrange fields using Arrow Keys

• Save the sequence.

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Enable Custom Fields in New Account Window

• Go to Setup → New Account

• Press F5 to open Column Locks

• Search Custom Fields

• Tick to Unlock the option

• Save the changes.

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Create New Account with Custom Fields

• Create a New Supplier or Customer Account.

• Click on User Defined Columns.

• Enter values in all required custom fields.

• Complete remaining account details.

• Save the changes.

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View Custom Fields in Reports

• Navigate to Financial Reports → Supplier/Customer Directory.

• Open Configuration → Other Options.

• Select required Custom Columns.

• Generate the report.

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Enable Columns in Report View

• Open Setup Column Attributes.

• Search for Custom Field Columns.

• Tick to Enable.

• Save and Refresh Report

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Conclusion

Custom Fields in Logic ERP allow you to capture additional and business-specific account details efficiently. By properly configuring field types, visibility, default values, and report settings, you can fully customize your account master and enhance reporting accuracy. This feature ensures better data control, improved record management, and flexible business documentation.